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What matters now
- $90K to $0.4Mprobable EBITDA
Probable EBITDA $90K to $0.4M on revenue of $1.8M to $3.2M, estimated from 40 employees.
Outside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 45% confidence - 38dealability of 100
Why it fits: operating tenure +20, 25 years since earliest plan effective date (floor on age); sector demand +10.6, healthcare services: sponsor demand index 0.70 (anonymised market prior); workforce stability +4.9, $97,137 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 13 Sep 2026 - 53data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 45% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
Healthcare services (Individual family services) employer in Novato, CA, with 65 benefit plan participants on its latest filing, and a benefit plan in place since 2001. No website description has been captured yet.
- +2S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +4.9W•••••••••Inference••• Locked
- +10.6S•••••••••Inference••• Locked
- 0P•••••••••Resolved negative
- +10M•••••••••M•••••••••Inference••• Locked
- Probable revenue
- $1.8M to $3.2M Estimate
- Probable EBITDA
- $90,000 to $384,000 Estimate
- Workforce proxy
- 65 plan participants
- Estimate computed on
- 40 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 45%
- +30S•••••••••Fact2 independent sources
- +9.4F••••••••Factlatest effective observation 2026-09-12
- +13.5S•••••••••Estimate••• Locked
- Jul 1, 2023plan year 2023Company transitionFactPlan terminated, sponsor continuesconfidence 50%1 plan marked final; the sponsor filed again the following plan yearDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
- Every dated event
- Jul 1, 2023Final benefit plan filingFactTransaction preparation••• LockedDOL EFAST2 Form 5500 datasets efast.dol.gov
No named leader on the record yet: the company's site did not list one where we read it.
- Founded
- benefit plan since Jul 1, 2001 (age floor 25 years)
- Ownership
- not observed
- Plans on file
- 1
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 40 | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $237,000 | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $237,000 | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Novato, CA | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 624100 | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $3.9M | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $3.2M | Fact | 2023-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $1.6M | Fact | 2022-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 2001-07-01 | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 65 | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 63 | Fact | 2023-07-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 80 | Fact | 2022-07-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Individual family services | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Healthcare services | Fact | 2024-07-01 | DOL EFAST2 Form 5500 datasets |